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Tasks Calendar

Task management screen by day for sales staff.

Feature requirements​

  1. Update personal information
    • Access My Space from the modules list -> Select the Account Tab.
    • Update the phone number registered with Zalo

https://youtu.be/G_2-CHi5eek

  1. Connect with OA Zalo (activate Zalo notification feature)
    • Follow and click "Quan tâm" (Follow) OA Zalo as shown below
    • Interact each message (Like/Heart/...) to maintain the notification feature

Note: If you do not interact with any message within 7 days, Zalo will temporarily stop sending notifications.
To ensure continuous connection, please keep interacting at least one message per week.

zalo_follow.jpg

Main interface​

  1. Access CRM
  2. Click the Tasks Calendar tab on the toolbar.

Daily Tasks

  • Today: Go to the current day
  • Month navigation: < : Previous month | > : Next month View mode: Day, Week, Month

Filter by type

  • All Tasks: All tasks.
  • Meeting Note: Task created to note information from meetings.
  • Leads: Task related to potential customers.
  • Customers: Task related to customers.

Create a task.​

  1. Click on the date cell you want to create a task on the calendar

  2. Enter task information: Task type, status, title, description, ...

    • Created Date (default is the date you select on the calendar)
    • Due date (default is the end of the selected day)

In addition, for tasks related to tracking Lead/ Customer.

Enter Lead or Customer, the system will automatically display additional inputs to enter related information.

Daily Tasks

  1. Set up notifications:

    • Tick "Send zalo" to receive notifications
    • Select the date/time to receive notifications

  2. Click Create to save

https://youtu.be/jgOP64wb4u0

Update task​

Method 1: Update each task

  1. Click on the task label on the calendar
  2. Edit the necessary information
  3. Click Save to save changes

Daily Tasks

Method 2: Update multiple tasks

  1. Click "view more" or "+x more" at the last item on the calendar cell.
  2. Select a new status for each task
  3. The system will automatically save when the status changes

Daily Tasks

Automation​

  • Tasks that are not completed (status other than Completed/ Block) will have their Due Date automatically updated to the next day by the system.

  • At 8am every day, the system checks for unfinished tasks from the previous day and sends a reminder notification with similar content as below.

Daily Tasks